Financial Services Administrator - Lancaster, United Kingdom - Help For Wealth

Description

Founded in 2016, Help For Wealth offers financial advice that is centred around providing our clients with the best possible service and outcomes.

Help For Wealth has a small but ambitious team with a forward looking approach. Building strong relationships is at the heart of what we do, because proper financial planning does not occur overnight.

We believe in fairness and respect; we want to build a diverse team that is ambitious and works together cohesively.

Help For Wealth is seeking a full-time Financial Services Administrator to work 9-5, Monday-Friday. You will join the team and help service existing clients and facilitate onboarding of new clients to the business.

In the first instance, the role holder will be familiarising themselves to the business and financial services, going forward they will be communicating with clients, processing client data, and helping enable the financial adviser to complete his role.

ABOUT YOU:

• Experience is valued however absolutely not necessary as training will be given.
• Have interpersonal skills that will enable you to communicate effectively with the team and clients.
• The ability to work within a team to achieve objectives with set deadlines.
• Have reasonable IT functional skills, you will be required to use Microsoft Word and Excel on a standard level.
• At least GCSE Grade 4 or C in English and Maths (Or Equivalent).

THE BENEFITS OF THE ROLE:

• 28 days holiday entitlement (including Bank Holidays).
• Ample onsite parking.
• Joining a forwardlooking ambitious team.
• Opportunities for qualifications and career development.
• Access to Employee Pension Scheme and other annual flexible benefits schemes.

The position will pay a salary between £19,250 - £22,500 (Depending on Experience).

Application deadline is the 31st January 2023.


Job Types:
Full-time, Permanent


Salary:
Up to £22,500.00 per year


Benefits:

• Company pension
• Free parking
• Onsite parking

Schedule:

• Monday to Friday

Work authorisation:

• United Kingdom (required)

Work Location:
One location